Overview
This report gives data points for measuring provider performance in terms of Opening and Closing Balances, Production and Collection Amounts, Adjustments, Advance Payments, and Income Reductions.
This report shows real-time data and has multiple views- Income Allocation, Gross Production, Applied Payments, Allocated Advance Payments, Adjustments, and Income Reduction.
Criteria
N.B. The filters with red asterisk signs are mandatory fields.
Setting the filter criteria important for building your report. It allows you to focus on exactly the information you need without having to wade through the information you don’t.
Income Allocation view
For the Income Allocation view, your filter options include:
Group By*
The Income Allocation view of the report can be grouped by the Treatment Provider and/or Location. By default, the Location will be selected.
Sort By
Users could choose the sort criteria for the report which is to be generated. This report could be sorted based on provider/location Name, Gross Production or Applied Payments.
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date.
Location *
This helps to filter out transactions like production, applied payments, adjustments, advance receipts and income reduction receipts added at the selected locations.
Provider Type *
This helps to filter out transactions based on a particular provider type.
Provider
This helps to filter out transactions like production, applied payments, adjustments, advance receipts and income reduction receipts added against the selected providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Gross Production Summary view
For the Gross Production Summary View, your filter options include:
Group By*
The Gross Production view of the report can be grouped by the Treatment Provider or Location. By default, Location will be selected.
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of production created.
Location *
This helps to filter out production created at the selected treatment locations.
Provider
This helps to filter out production created by the selected treatment providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Code
This helps to filter out production created from selected code in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Gross Production Detail view
For the Gross Production Summary View, your filter options include:
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of production created.
Location *
This helps to filter out production created at the selected treatment locations.
Provider
This helps to filter out production created by the selected treatment providers.
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Code
This helps to filter out production created from selected code in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Applied Payment Summary view
For the Applied Payment Summary View, your filter options include:
Group By*
The Applied Payment view of the report can be grouped by the Treatment Provider, Treatment Location, or Paying Entity.
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Location *
This helps to filter out payments applied at the selected treatment locations.
Paying Entity
This helps to filter out payments applied against completed codes from patient, insurance or collection agency receipt payments.
Patient
This helps to filter out payments applied against completed codes from patient receipts added against the selected patients.
Carrier
This helps to filter out payments applied against completed codes from insurance receipts from selected carriers.
Collection Agency
This helps to filter out payments applied against completed codes from collection agency receipts from selected collection agencies.
Provider
This helps to filter out payments applied against codes completed by the selected treatment providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Code
This helps to filter out applied payments made against selected codes in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Applied Payment Detail view
For the Applied Payment Summary View, your filter options include:
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Location *
This helps to filter out payments applied at the selected treatment locations.
Paying Entity
This helps to filter out payments applied against completed codes from patient, insurance or collection agency receipt payments.
Patient
This helps to filter out payments applied against completed codes from patient receipts added against the selected patients.
Carrier
This helps to filter out payments applied against completed codes from insurance receipts from selected carriers.
Collection Agency
This helps to filter out payments applied against completed codes from collection agency receipts from selected collection agencies.
Provider
This helps to filter out payments applied against codes completed by the selected treatment providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Code
This helps to filter out applied payments made against selected code in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Allocated Advance Payments Summary view
For the Applied Payment Summary View, your filter options include:
Group By*
The Applied Payment view of the report can be grouped by the Receipt Provider, Receipt Location.
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Receipt Location *
This helps to filter out applied payments in the selected date range from advance receipts added at the selected receipt locations. This is like a subset of transactions in the applied payment view where only those payments from advance receipts are filtered. The date range filters applied payments from advance receipts and not advance receipt creation in the selected date range.
Receipt Provider
This helps to filter out applied payments in the selected date range from advance receipts added against the selected providers. This is like a subset of transactions in the applied payment view where only those payments from advance receipts against the selected providers are filtered.
Treatment Location
This helps to filter out payments applied at the selected treatment locations.
Treatment Provider
This helps to filter out payments applied against codes completed by the selected treatment providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Code
This helps to filter out applied payments made against selected code from advance receipts, in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Allocated Advance Payments Detail view
For the Applied Payment Summary View, your filter options include:
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Receipt Location *
This helps to filter out applied payments in the selected date range from advance receipts added at the selected receipt locations. This is like a subset of transactions in the applied payment view where only those payments from advance receipts are filtered. The date range filters applied payments from advance receipts and not advance receipt creation in the selected date range.
Receipt Provider
This helps to filter out applied payments in the selected date range from advance receipts added against the selected providers. This is like a subset of transactions in the applied payment view where only those payments from advance receipts against the selected providers are filtered.
Treatment Location
This helps to filter out payments applied at the selected treatment locations.
Treatment Provider
This helps to filter out payments applied against codes completed by the selected treatment providers.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Code
This helps to filter out applied payments made against selected code from advance receipts, in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Adjustments Summary view
For the Adjustments Summary View, your filter options include:
Group By*
The Adjustments view of the report can be grouped by the Location, Provider, or Adjustment Type.
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Location *
This helps to filter out adjustments done against treatment procedures completed in the selected locations.
Provider
This helps to filter out adjustments done against treatment procedures completed by the selected provider.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Adjustment Type *
This helps to filter out adjustments based on the type-Production or Collection.
Adjustment Against *
This helps to filter out adjustments as Insurance or Patient adjustments.
Adjustment Code
This helps to filter specific adjustment codes added in the chosen date range.
Code
This helps to filter out adjustments made against selected code in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Adjustments Detail view
For the Adjustments Summary View, your filter options include:
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Location *
This helps to filter out adjustments done against treatment procedures completed in the selected locations.
Provider
This helps to filter out adjustments done against treatment procedures completed by the selected provider.
Patient Flag
Choose to focus the report based on the patients with the selected patient flags.
Adjustment Type *
This helps to filter out adjustments based on the type-Production or Collection.
Adjustment Against *
This helps to filter out adjustments as Insurance or Patient adjustments.
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Adjustment Code
This helps to filter specific adjustment codes added in the chosen date range.
Code
This helps to filter out adjustments made against selected code in the chosen date range.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Income Reduction Summary view
For the Income Reduction Summary View, your filter options include:
Group By*
The Income Reduction view of the report can be grouped by the Location or Provider.
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Location *
This helps to filter out income reduction receipts added in the selected locations.
Provider
This helps to filter out income reduction receipts against the selected provider.
Patient
This helps to filter income reduction receipts added against the selected patients.
The receipt additions are shown as positive and deletions as negative(which is opposite to that shown in the summary view)
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Income Reduction Detail view
For the Income Reduction Summary View, your filter options include:
Date Range*
The date range can be selected for a maximum of 1 year. By default, the date range will be for the current day. This works based on the transaction date of applied payments.
Location *
This helps to filter out income reduction receipts added in the selected locations.
Provider
This helps to filter out income reduction receipts against the selected provider.
Patient
This helps to filter income reduction receipts added against the selected patients.
The receipt additions are shown as positive and deletions as negative(which is opposite to that shown in the summary view.
Exclude Inactive Providers
Exclude inactive providers checkbox excludes transactions in the selected date range done by current inactive providers.
Results
Income Allocation view
The report provides information in column form. The report results will display in the order that the data variables in the Group By filter are selected. The user can drill through the options based on that order.
Related image: ./carestack-questions-2023-03-02_files/1630301421187-1630301421187.png
You can drill down through the options as mentioned below:
Related image: ./carestack-questions-2023-03-02_files/1630301490302-1630301490302.png
The results columns shown in this report include:
Location
Shows the treatment location against which the transaction was made.
Provider
Treatment provider of the procedure in context.
Opening Balance
The opening balance of outstanding charges that remained to be collected going into this selected time period.
UCR
The office's standard fee for this procedure code according to the practice settings.
Gross Production
The dollar amount of production generated from procedures completed by this provider at this location.
Production Adjustment
The dollar amount of adjustments made against this provider's production generated at this location.
Net Production
The dollar amount of production generated by this provider at this location, including any production adjustments made.
Migrated Production
The total production brought in by the MSB codes.
Applied Payments
The dollar amount of payments that have been applied towards these balances.
Coll Adjustments
The total dollar amount of collection adjustments made against patient and insurance receivables during this time period.
Net Applied Payment
The total dollar amount of payments applied during this time period after any collection adjustments made.
Closing Balance
The remaining balance to be collected for this provider at this location, after production generated and receivables collected during this time period.
Advance Payments
The total dollar amount of advance payments collected during this time period.
Allocated Advance Payments
The total dollar amount allocated from the advance receipts added in the selected date range.
Provider Adj
The total dollar amount of production adjustments completed during this time period.
Income Reduction
The total dollar amount of income reduction payment type added against the provider.
Gross Production Summary view
The report provides information in column form. The report results will display in the order that the data variables in the Group By filter are selected. The user can drill through the options based on that order.
Related image: ./carestack-questions-2023-03-02_files/1630301695455-1630301695455.png
You can drill down through the options as mentioned below:
Related image: ./carestack-questions-2023-03-02_files/1630301727065-1630301727065.png
The results columns shown in this report include:
Location
Shows the treatment location against which the transaction was made.
Provider
Treatment provider of the procedure in context.
Trans. Date
Transaction date of the action in context.
Patient Id
Patient ID of the patient in context.
Patient Name
Name of the patient in context.
Code
Mentions the treatment procedure in context.
Code Desc
The description of the procedure code completed for this patient.
Date of Service
The date in which the patient was seen by their treatment provider for the completion of these services.
Action
Shows action as ‘code completion’, ‘fee update’, or ‘code deletion’.
UCR
The office's standard fee for this procedure code according to the practice settings.
Contractual Adjustment
The contractual adjustment made to the payable according to the difference between the office's standard fee for this procedure and what the patient and insurance carrier has agreed to pay.
Patient Amount
The expected patient receivable.
Insurance Amount
The expected insurance receivable.
Gross Production
The dollar amount of gross production generated from completing this treatment.
Gross Production Detail view
Related image: ./carestack-questions-2023-03-02_files/1630301835067-1630301835067.png
The results columns shown in this report include:
Trans. Date
Transaction date of the procedure in context.
Patient Id
Patient ID of the patient in context.
Patient Name
Name of the patient in context.
Location
Shows the treatment location against which the transaction was made.
Provider
Treatment provider of the procedure in context.
Code
Mentions the treatment procedure in context.
Code Desc
The procedure code completed for this patient, along with its description.
Date of Service
The date in which the patient was seen by their treatment provider for the completion of these services.
Action
Shows action as ‘code completion’, ‘fee update’, or ‘code deletion’.
UCR
The office's standard fee for this procedure code according to the practice settings.
Contractual Adjustment
The contractual adjustment made to the payable according to the difference between the office's standard fee for this procedure and what the patient and insurance carrier has agreed to pay.
Patient Amount
The expected patient receivable.
Insurance Amount
The expected insurance receivable.
Gross Production
The dollar amount of gross production generated from completing this treatment.
Applied Payment Summary view
The Applied Payment view shows the applied payment transactions from insurance, patient and collection agency receipts and their reversals.
The report provides information in column form. The report results will display in the order that the data variables in the Group By filter are selected. The user can drill through the options based on that order.
Related image: ./carestack-questions-2023-03-02_files/1630301953404-1630301953404.png
You can drill down through the options as mentioned below:
Related image: ./carestack-questions-2023-03-02_files/1630301983372-1630301983372.png
The results columns shown in this report include:
Location
Shows the treatment location against which the transaction was made.
Provider
Treatment provider of the code.
Paying Entity
Represents if it is an insurance, patient, or collection agency receipt that is in context. By default, all would be displayed.
Transaction Date
The date the transaction was completed in the system.
Patient ID
Identifier of the patient.
Patient Name
Name of the patient.
Applied Payment
The dollar amount that has been paid towards this balance.
Paying Patient
Name of the patient from whose receipt the payment is applied.
Carrier
Name of the insurance carrier in the context of the receipt.
Collection Agency
Name of the collection agency in the context of the receipt.
Code
Mentions the treatment procedure in context.
Code Desc
The procedure code completed for this patient, along with its description.
Date of Service
The date on which the patient was seen by their treatment provider for the completion of these services.
Patient Bal
The patient balance at the time of checkout.
Insurance Bal
The insurance balance at the time of checkout.
Receipt #
The system-assigned number used to identify the payment that has been entered into the system.
Receipt User
The user that completed the transaction receipt in the system.
Applied Payment Detail view
Related image: ./carestack-questions-2023-03-02_files/1630302068991-1630302068991.png
The results columns shown in this report include:
Transaction Date
The date the transaction was completed in the system.
Patient ID
Identifier of the patient.
Patient Name
Name of the patient.
Location
Shows the treatment location against which the transaction was made.
Provider
Treatment provider of the code.
Applied Payment
The dollar amount that has been paid towards this balance.
Paying Entity
Represents if it is an insurance, patient or collection agency receipt which is in context. By default all would be displayed.
Paying Patient
Name of the patient from whose receipt the payment is applied.
Carrier
Name of the insurance carrier in the context of the receipt.
Collection Agency
Name of the collection agency in the context of the receipt.
Code
Mentions the treatment procedure in context.
Code Desc
The procedure code completed for this patient, along with its description.
Date of Service
The date on which the patient was seen by their treatment provider for the completion of these services.
Patient Bal
The patient balance at the time of checkout.
Insurance Bal
The insurance balance at the time of checkout.
Receipt #
The system-assigned number used to identify the payment that has been entered into the system.
Receipt User
The user that completed the transaction receipt in the system.
Allocated Advance Payments Summary view
The allocated advance payment view is used to see the allocated advance payments amount from advance payment receipts added against providers.
The report provides information in column form. The report results will display in the order that the data variables in the Group By filter are selected. The user can drill through the options based on that order. Remember that you can use the tools in the top blue icon bar to move quickly through the pages or adjust the size.
Related image: ./carestack-questions-2023-03-02_files/1630302173493-1630302173493.png
The drill downs can be selected to view the allocated advance payment amount receipt location or receipt provider or both
Related image: ./carestack-questions-2023-03-02_files/1630302219114-1630302219114.png
The result columns in the Summary view are
Receipt Location
The Receipt location of the adv receipt in context.
Receipt Provider
The Receipt Provider of the adv receipt in context.
Transaction Date
The date the transaction was completed in the system.
Patient Id
The Identifier of the patient that was seen for treatment.
Patient Name
The name of the patient that was seen for treatment.
Applied Payment
The amount applied against the code.
Treatment Location
Treatment location of the code.
Treatment Provider
Treatment provider of the code.
Paying Patient
Mentions the name of the patient who is paying the amount.
Code
Mentions the treatment procedure in context.
Code Desc
The procedure code completed for this patient, along with its description.
Date of Service
The date in which the patient was seen by their treatment provider for the completion of these services.
Patient Bal
The patient balance at time of checkout.
Insurance Bal
The insurance balance at time of checkout.
Receipt #
The system-assigned number used to identify the payment that has been entered into the system.
Receipt User
The user that completed the transaction in the system
Allocated Advance Payments Detail view
The detailed view shows the patient level drill down of the allocated advance payment.
Related image: ./carestack-questions-2023-03-02_files/1630302356258-1630302356258.png
The result columns in the Detailed view are
Transaction Date
The date the transaction was completed in the system.
Patient Id
The Identifier of the patient that was seen for treatment.
Patient Name
The name of the patient that was seen for treatment.
Applied Payment
The amount applied against the code.
Treatment Location
Treatment location of the code.
Treatment Provider
Treatment provider of the code.
Paying Patient
Mentions the name of the patient who is paying the amount.
Code
Mentions the treatment procedure in context.
Code Desc
The procedure code completed for this patient, along with its description.
Date of Service
The date in which the patient was seen by their treatment provider for the completion of these services.
Patient Bal
The patient balance at the time of checkout.
Insurance Bal
The insurance balance at the time of checkout.
Receipt #
The system-assigned number used to identify the payment that has been entered into the system.
Receipt Location
The Receipt location of the adv receipt in context.
Receipt Provider
The Receipt Provider of the adv receipt in context.
Receipt User
The user that completed the transaction in the system.
Adjustments Summary view
The report provides information in column form. The report results will display in the order that the data variables in the Group By filter are selected. The user can drill through the options based on that order. Remember that you can use the tools in the top blue icon bar to move quickly through the pages or adjust the size.
The adjustment view will show all adjustments that have been applied to codes or receipt addition during the selected time period.
Related image: ./carestack-questions-2023-03-02_files/1630302456336-1630302456336.png
The drill down can be selected to view the adjustments added in locations against the provider and adjustments added by adjustment type.
Related image: ./carestack-questions-2023-03-02_files/1630302490395-1630302490395.png
The result columns in this report include.
Location
Shows the tx. location against which the adjustment was made.
Provider
The treatment provider associated with the procedure code
Adjustment type
The adjustment type whether it was a production adjustment or collection adjustment.
Transaction Date
The date the transaction was completed in the system.
Patient ID
Identifier of the patient
Patient Name
The name of the patient that was seen for treatment.
Adj code
The adjustment code that was made.
Adj code Desc
The adjustment code used to adjust the resulting balance for treatment completed (along with the description and action of the adjustment code).
Adjustment Against
Shows if the adjustment was made against the patient, insurance, all.
Amount
The dollar amount of the adjustment completed.
Code
The procedure code completed for this patient, against which an adjustment was made.
Desc
The description of the code.
D.O.S.
The date on which the patient was seen by their treatment provider for the completion of these services.
User's Name
The user that completed the transaction in the system.
Remarks
The remarks added while adding the adjustment.
Adjustments Detail view
Related image: ./carestack-questions-2023-03-02_files/1630302548914-1630302548914.png
The result columns in this report include.
Transaction Date
The date the transaction was completed in the system.
Patient ID
Identifier of the patient.
Patient Name
The name of the patient that was seen for treatment.
Adj code
The adjustment code that was made.
Adj code Desc
The adjustment code used to adjust the resulting balance for treatment completed (along with the description and action of the adjustment code).
Adjustment type
The adjustment type whether it was a production adjustment or collection adjustment.
Adjustment Against
Shows if the adjustment was made against the patient, insurance, all.
Amount
The dollar amount of the adjustment completed.
Location
Shows the tx. location against which the adjustment was made.
Provider
The treatment provider associated with the procedure code.
Code
The procedure code completed for this patient, against which an adjustment was made.
Desc
The description of the code.
D.O.S.
The date in which the patient was seen by their treatment provider for the completion of these services.
User's Name
The user that completed the transaction in the system.
Remarks
The remarks added while adding the adjustment.
Income Reduction Summary view
In the income reduction summary view it only shows the receipts that have been added as payment type- Income reduction/provider payback.
Related image: ./carestack-questions-2023-03-02_files/1630302664074-1630302664074.png
Selecting the drill-downs will give the receipts for each location or provider or both.
Related image: ./carestack-questions-2023-03-02_files/1630302683390-1630302683390.png
The order of grouping would depend upon the group by option selected first. If the user selects provider and then location the report will be grouped accordingly the same is applicable if the user selected location and then provider. Income reduction numbers are shown as positive, while deleted income reductions appear negative. This differs from the primary report.
The results in this report include.
Location
The location the payment is added.
Provider
The provider associated with receipt.
Trans Date
Shows the date of receipt addition.
Patient ID
Identifier of the patient
Patient Name
Name of the patient.
Payment Type
Shows the payment type of the income reduction category
Payment date
The date the practice actually received the payment
Amount
Shows the receipt amount added as income reduction.
Refunded
Shows the amount refunded from the receipt as per the current day.
Applied
Shows the amount applied from the receipt as per the current day.
Unapplied
Shows the amount remaining as credits in the receipt as per the current day.
Receipt#
Shows the receipt id in context. It is click-through content and opens the patient’s ledger in a new tab.
Receipt User
Shows the user who added the receipt.
Income Reduction Detail view
The Income reduction detailed view shows the patient level drill-down of the income reduction receipts that have been added in the practice.
Related image: ./carestack-questions-2023-03-02_files/1630302764393-1630302764393.png
The results in this report include.
Trans Date
Shows the date of receipt addition.
Patient ID
Identifier of the patient
Patient Name
Name of the patient.
Location
The location the payment is added.
Provider
The provider associated with receipt.
Payment Type
Shows the payment type of the income reduction category.
Payment date
The date the practice actually received the payment
Amount
Shows the receipt amount added as income reduction.
Refunded
Shows the amount refunded from the receipt as per the current day.
Applied
Shows the amount applied from the receipt as per the current day.
Unapplied
Shows the amount remaining as credits in the receipt as per the current day.
Receipt#
Shows the receipt id in context. It is a click through content, and opens the patient’s ledger in a new tab.
Receipt User
Shows the user who added the receipt.